--- title: "Residential Certified Administrator - Explorer" slug: "residential-certified-administrator-explorer" updated: 2026-10-15T01:28:04Z published: 2026-10-15T01:28:04Z canonical: "help.servicetitan.com/residential-certified-administrator-explorer" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Residential Certified Administrator - Explorer ## ## Curriculum ### System Setup and Operations - [Add and edit business units](/construction/docs/add-and-edit-business-units-3) - [Mark jobs as no charge or non-opportunity by default](/construction/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default) - [Add marketing campaigns in ServiceTitan](/construction/docs/add-marketing-campaigns-in-servicetitan) - [Browse and use content through TitanExchange](/construction/docs/browse-and-use-content-through-titanexchange) - [Manage feature configurations](/construction/docs/manage-feature-configurations) - [Manage tags](/construction/docs/manage-tags) - [Add and manage Technician Profiles](/construction/docs/add-and-manage-technician-profiles-1) - [Map business units to Technician Scorecards](/construction/docs/map-business-units-to-technician-scorecards) - [Set up outbound (default) numbers for text notifications (SMS and MMS)](/construction/docs/set-up-outbound-default-numbers-for-text-notifications-sms-and-mms) - [Manage your company profile](/construction/docs/manage-your-company-profile) - [Add and assign tracking numbers in Phones Pro](/construction/docs/add-and-assign-tracking-numbers-in-phones-pro) - [TitanAdvisor](/v1/docs/titanadvisor-1) - [What's a Sold threshold?](/construction/docs/what-s-a-sold-threshold) - [Calculate technician burden rate](/construction/docs/calculate-technician-burden-rates) - [Dashboard business metrics](/construction/docs/dashboard-business-metrics) - [Edit pricebook items](/construction/docs/edit-pricebook-items) - [Dynamic Pricing](/v1/docs/dynamic-pricing-overview) - [Add materials to your pricebook](/construction/docs/add-materials-to-your-pricebook-1) - [Add equipment to your pricebook](/construction/docs/add-equipment-to-your-pricebook-2) - [Set up and use Zones](/construction/docs/set-up-and-use-zones-1) ### Accounting Operations - [Export bills to QuickBooks Online](/construction/docs/export-bills-to-quickbooks-online) - [Create an adjustment invoice](/construction/docs/create-an-adjustment-invoice) - [How to show the technician's name on printed invoices](/construction/docs/how-to-show-the-technician-s-name-on-printed-invoices) - [Set technician Splits](/construction/docs/set-technician-splits) - [Why isn't sales tax showing on my ServiceTitan invoice?](/v1/docs/quickbooks-online-users-faq#why-isnt-sales-tax-showing-on-my-servicetitan-invoice) - [Add equipment to your pricebook](/construction/docs/add-equipment-to-your-pricebook-2) - [Add materials to your pricebook](/construction/docs/add-materials-to-your-pricebook-1) - [Add services to your pricebook](/construction/docs/add-services-to-your-pricebook) - [Setup invoice signature settings](/construction/docs/setup-invoice-signature-settings-1) - [Run the Job Costing tool](/construction/docs/run-the-job-costing-tool) - [Edit an invoice](/construction/docs/edit-an-invoice) - [Manage the Accounting section](/construction/docs/manage-the-accounting-section) - [Customize email templates](/v1/docs/customize-email-templates) - [Process credit card payments in Mobile](/construction/docs/process-credit-card-payments-in-servicetitan-mobile) - [Accept payments in ServiceTitan](/construction/docs/accept-payments-in-servicetitan) - [Set or change default payment terms](/construction/docs/set-or-change-default-payment-terms) - [Create payment terms](/construction/docs/create-payment-terms) - [Common reasons for declined check transactions](/construction/docs/common-reasons-for-declined-check-transactions) - [Process check payments and bank transfers in Mobile](/construction/docs/process-check-payments-and-bank-transfers-in-servicetitan-mobile) - [Manage stored customer payment methods](/construction/docs/manage-stored-customer-payment-methods) - [Membership renewal protection](/v1/docs/membership-renewal-protection) - [View settled batches and Chargeback or Retrieval reports in TransLink](/construction/docs/view-settled-batches-and-chargeback-or-retrieval-reports-in-translink) - [Void a credit card transaction through ServiceTitan Gateway](/construction/docs/void-a-credit-card-transaction-through-servicetitan-gateway) - [Access check deposits reports in SmartPay](/construction/docs/access-check-deposits-reports-in-smartpay) - [Guide to Online Payments](/construction/docs/guide-to-online-payments) - [Customize the invoice email template](/construction/docs/guide-to-online-payments#customize-the-invoice-email-template) - [Payments - FAQ](/construction/docs/payments-faq) - [Process a credit card payment directly on an adjustment invoice](/construction/docs/process-a-credit-card-payment-directly-on-an-adjustment-invoice) - [Review and confirm invoice closeout](/construction/docs/review-and-confirm-invoice-closeout) - [Accounting 101: Understanding accounting debits & credits](/construction/docs/accounting-101-understanding-accounting-debits-credits) ### Customer and Job Management - [Explanation of office employee permissions in ServiceTitan](/construction/docs/explanation-of-office-employee-permissions-in-servicetitan) - [FAQ: Sales and revenue reports](/construction/docs/reports-home#sales-and-revenue-reports) - [Edit job information](/construction/docs/edit-job-information) - [Manage appointments](/construction/docs/manage-appointments) - [Mark jobs as no charge or non-opportunity by default](/construction/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default) - [Managed technicians and non-managed technicians in ServiceTitan Mobile](/construction/docs/managed-technicians-and-non-managed-technicians-in-servicetitan-mobile-1) - [Place a job on hold](/construction/docs/place-a-job-on-hold) - [Cancel a job](/construction/docs/cancel-a-job) - [Create an audience to acquire new customers](/v1/docs/create-audiences#create-an-audience-to-acquire-new-customers) - [Book a duplicate job from a project](/construction/docs/manage-and-book-jobs-in-a-project#book-a-duplicate-job-from-a-project) - [Appointments permissions: recommended workflow](/construction/docs/appointments-permissions-recommended-workflow) - [Schedule and manage non-job events](/construction/docs/schedule-and-manage-non-job-events) - [Add multiple invoices to a project for single invoice view](/construction/docs/add-multiple-invoices-to-a-project-for-single-invoice-view) - [Use project status alerts](/construction/docs/use-project-status-alerts) - [Understand SMS vs. MMS](/construction/docs/set-up-outbound-default-numbers-for-text-notifications-sms-and-mms#understand-sms-vs-mms) - [Receive images and videos from customers](/construction/docs/use-chat#receive-images-and-videos-from-customers) - [Use Chat](/construction/docs/use-chat) - [Open and close Chat conversations](/construction/docs/use-chat#open-and-close-chat-conversations) - [Manage unwanted communication](/construction/docs/use-chat#manage-unwanted-communication) - [Understand project records](/construction/docs/understand-project-records) - [Reclassify and edit calls](/construction/docs/reclassify-and-edit-calls) ### Estimates and Sales - [Use Online Estimates](/construction/docs/use-online-estimates) - [Proposal Templates](/construction/docs/proposal-templates-home) - [Book Sold estimate items into existing jobs](/construction/docs/book-sold-estimate-items-into-existing-jobs) - [Add and edit proposal types for estimates](/construction/docs/add-and-edit-proposal-types-for-estimates) - [Add items and sub-items in ServiceTitan Mobile](/construction/docs/add-items-and-sub-items-in-servicetitan-mobile) - [Estimates and Sales - FAQ](/v1/docs/estimates-and-sales-faq) - [Use the Follow Up screen](/construction/docs/use-the-follow-up-screen-1) - [Log a Follow Up](/construction/docs/follow-up-on-opportunities-1#log-a-follow-up) - [Offer GoodLeap Financing to customers through Online Estimates](/construction/docs/offer-goodleap-financing-to-customers-through-online-estimates) - [Customize email templates](/v1/docs/customize-email-templates) - [Financing FAQ](/v1/docs/financing-faq) - [Use GreenSky® Custom Rule Financing in ServiceTitan](/construction/docs/use-greensky-custom-rule-financing-in-servicetitan) - [Offer GreenSky® loans to customers through Online Estimates](/construction/docs/offer-greensky-loans-to-customers-through-online-estimates) - [Manage and book jobs in a project](/construction/docs/manage-and-book-jobs-in-a-project) - [Present and sell estimates in ServiceTitan Mobile](/construction/docs/present-and-sell-estimates-in-servicetitan-mobile) ### Managing Memberships - [Set preferred payment methods for membership billing](/v1/docs/set-preferred-payment-methods-for-membership-billing) - [Membership Billing - FAQ](/v1/docs/recurring-billing-faq) - [Configure Invoice templates for Deferred revenue](/v1/docs/configure-invoice-templates-for-deferred-revenue) - [Dismiss multiple Recurring service events](/v1/docs/dismiss-multiple-recurring-service-events) - [Set up membership add-ons](/v1/docs/set-up-membership-add-ons) - [Create and edit Recurring service types](/v1/docs/create-and-edit-recurring-service-types) - [Edit Customer Memberships](/v1/docs/edit-customer-memberships) - [Memberships - FAQ](/v1/docs/membership-faq) - [Cancel and delete customer memberships](/v1/docs/cancel-and-delete-customer-memberships) - [Quick Setup Guide: Membership with recurring billing, revenue is deferred](/v1/docs/quick-setup-guide-recurring-billing-revenue-is-deferred) ### Purchasing and Inventory - [Get started with serialized inventory](/construction/docs/get-started-with-serialized-inventory) - [Serialize items in your pricebook individually](/construction/docs/identify-and-serialize-inventory#serialize-items-in-your-pricebook-individually) - [Enable inventory tracking for equipment and material](/construction/docs/enable-inventory-tracking-for-equipment-and-material-1) - [Inventory transfers overview](/v1/docs/inventory-transfers-overview) - [Transfer Items from Truck or Warehouse](/construction/docs/inventory-locations-overview#transfer-items-from-a-truck-or-warehouse) - [Create and edit inventory templates](/construction/docs/create-and-edit-inventory-templates) - [Inventory Module](/v1/docs/inventory-module) - [Send purchase order alerts and notifications](/construction/docs/send-purchase-order-alerts-and-notifications) - [Edit, copy, and cancel a purchase order from the office](/v1/docs/edit-copy-and-cancel-a-purchase-order-from-the-office) - [Edit a receipt](/construction/docs/manage-receipts#edit-a-receipt) - [Configure Purchasing settings](/construction/docs/set-up-purchasing-configurations-2) ### ServiceTitan Mobile Workflows - [Create Content Portal posts](/construction/docs/create-content-portal-posts-1) - [Complete a job with ServiceTitan Mobile](/construction/docs/complete-a-job-in-servicetitan-mobile-1) - [Explanation of technician permissions In ServiceTitan](/construction/docs/explanation-of-servicetitan-mobile-technician-permissions-in-servicetitan) - [Add items and sub-items in ServiceTitan Mobile](/construction/docs/add-items-and-sub-items-in-servicetitan-mobile) - [Add media to a job, and mark photos with Doodle](/construction/docs/add-media-to-a-job-and-mark-photos-with-doodle-in-servicetitan-mobile) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns ServiceTitan's integrated phone system that routes calls, records conversations, and connects call data to job and customer records. **What it does:** Gives businesses a CSR productivity platform with call tracking, recording, and booking analytics built into the same system as their jobs. **Also called:** ST Phones, Integrated phone system **Tags:** Phones Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)